INVESCO DORSEY WRIGHT EMERGI (PIE) Institutional Shareholders
INVESCO DORSEY WRIGHT EMERGI (PIE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $189.01M in PIE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PIE tracked by InsiderSet, reporting ownership valued at approximately $43.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.40M, representing an estimated gain of +1.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed PIE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT EMERGI (PIE).
This page ranks the largest institutional PIE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$189.01M
Largest Holder
Morgan Stanley
Largest Position
$43.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,304,836 | $43,575,292 | $44,399,916 | +$824,624 | +1.89% | |
| Raymond James Financial Inc | 0.01% | 1,080,260 | $36,075,475 | $36,758,223 | +$682,748 | +1.89% | |
| Wells Fargo & Company/Mn | 0.01% | 878,802 | $29,347,753 | $29,903,171 | +$555,418 | +1.89% | |
| Newsquare Capital Llc | 0.90% | 361,283 | $12,065,118 | $12,293,449 | +$228,331 | +1.89% | |
| Lpl Financial Llc | 0.00% | 294,694 | $9,841,363 | $10,027,612 | +$186,249 | +1.89% | |
| Royal Bank Of Canada | 0.00% | 264,917 | $8,847,000 | $9,014,384 | +$167,384 | +1.89% | |
| Maltin Wealth Management, Inc. | 2.01% | 180,244 | $6,019,287 | $6,133,199 | +$113,912 | +1.89% | |
| Ubs Group Ag | 0.00% | 172,957 | $5,775,899 | $5,885,242 | +$109,343 | +1.89% | |
| Prospera Financial Services Inc | 0.06% | 115,122 | $3,844,304 | $3,917,279 | +$72,975 | +1.90% | |
| Wagner Wealth Management, Corp | 2.55% | 94,438 | $3,153,776 | $3,213,461 | +$59,685 | +1.89% | |
| Envestnet Asset Management Inc | 0.00% | 75,968 | $2,536,950 | $2,584,978 | +$48,028 | +1.89% | |
| Private Advisory Group Llc | 0.12% | 65,385 | $2,183,541 | $2,224,868 | +$41,327 | +1.89% | |
| Stifel Financial Corp | 0.00% | 59,151 | $1,975,275 | $2,012,743 | +$37,468 | +1.90% | |
| &Partners | 0.01% | 50,699 | $1,693,336 | $1,725,145 | +$31,809 | +1.88% | |
| Jane Street Group, Llc | 0.00% | 43,775 | $1,461,875 | $1,489,541 | +$27,666 | +1.89% | |
| Pfg Investments, Llc | 0.05% | 40,343 | $1,347,270 | $1,372,759 | +$25,489 | +1.89% | |
| Mml Investors Services, Llc | 0.00% | 39,289 | $1,312,054 | $1,336,895 | +$24,841 | +1.89% | |
| Morganrosel Wealth Management, Llc | 0.43% | 37,894 | $1,265,478 | $1,289,427 | +$23,949 | +1.89% | |
| Trueblood Wealth Management, Llc | 0.35% | 30,217 | $1,009,093 | $1,028,200 | +$19,107 | +1.89% | |
| Equitable Holdings, Inc. | 0.01% | 29,096 | $971,671 | $990,055 | +$18,384 | +1.89% | |
| Private Advisor Group, Llc | 0.00% | 24,110 | $805,168 | $820,396 | +$15,228 | +1.89% | |
| National Bank Of Canada | 0.00% | 21,095 | $702,885 | $717,804 | +$14,919 | +2.12% | |
| Del-Sette Capital Management, Llc | 0.36% | 18,387 | $614,038 | $625,658 | +$11,620 | +1.89% | |
| Janney Montgomery Scott Llc | 0.00% | 18,171 | $607,000 | $618,308 | +$11,308 | +1.86% | |
| Old Mission Capital Llc | 0.02% | 18,152 | $606,189 | $617,662 | +$11,473 | +1.89% | |
| Jones Financial Companies Lllp | 0.00% | 18,683 | $604,077 | $635,730 | +$31,653 | +5.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,776 | $593,630 | $604,868 | +$11,238 | +1.89% | |
| Fifth Third Bancorp | 0.00% | 17,600 | $587,755 | $598,879 | +$11,124 | +1.89% | |
| Susquehanna International Group, Llp | 0.00% | 17,321 | $578,438 | $589,385 | +$10,947 | +1.89% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,995 | $567,537 | $578,292 | +$10,755 | +1.90% | |
| Ep Wealth Advisors, Llc | 0.00% | 14,963 | $499,692 | $509,149 | +$9,457 | +1.89% | |
| Barometer Capital Management Inc. | 0.13% | 14,000 | $467,532 | $476,381 | +$8,849 | +1.89% | |
| Lunt Capital Management, Inc. | 0.17% | 13,795 | $460,687 | $469,405 | +$8,718 | +1.89% | |
| Blair William & Co/Il | 0.00% | 13,350 | $445,826 | $454,263 | +$8,437 | +1.89% | |
| Steinberganna Wealth Management | 0.18% | 13,118 | $438,076 | $446,369 | +$8,293 | +1.89% | |
| Iht Wealth Management, Llc | 0.01% | 12,529 | $418,402 | $426,327 | +$7,925 | +1.89% | |
| Kingsview Wealth Management, Llc | 0.01% | 12,443 | $415,547 | $423,400 | +$7,853 | +1.89% | |
| Gts Securities Llc | 0.01% | 11,921 | $398,102 | $405,638 | +$7,536 | +1.89% | |
| Onedigital Investment Advisors Llc | 0.00% | 11,207 | $374,260 | $381,343 | +$7,083 | +1.89% | |
| Nicholson Wealth Management Group, Llc | 0.22% | 10,919 | $364,640 | $371,543 | +$6,903 | +1.89% | |
| Cetera Investment Advisers | 0.00% | 10,533 | $351,752 | $358,408 | +$6,656 | +1.89% | |
| Benjamin Edwards Inc | 0.00% | 10,044 | $335,465 | $341,769 | +$6,304 | +1.88% | |
| Stonex Group Inc. | 0.01% | 10,027 | $334,620 | $341,191 | +$6,571 | +1.96% | |
| Advisory Services Network, Llc | 0.00% | 9,802 | $327,354 | $333,535 | +$6,181 | +1.89% | |
| Ewa, Llc | 0.06% | 9,405 | $314,082 | $320,026 | +$5,944 | +1.89% | |
| Newedge Advisors, Llc | 0.00% | 8,623 | $287,964 | $293,417 | +$5,453 | +1.89% | |
| Integrated Wealth Concepts Llc | 0.00% | 8,020 | $267,828 | $272,898 | +$5,070 | +1.89% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 7,522 | $251,199 | $255,953 | +$4,754 | +1.89% | |
| Davenport & Co Llc | 0.00% | 7,137 | $238,331 | $242,852 | +$4,521 | +1.90% | |
| Osaic Holdings, Inc. | 0.00% | 6,916 | $230,992 | $235,332 | +$4,340 | +1.88% |
Frequently asked questions about PIE
Who owns the most PIE stock?
The largest holders of PIE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO DORSEY WRIGHT EMERGI (PIE).
Is PIE widely held by superinvestors?
Many widely followed stocks like PIE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PIE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.